Phyllis Harmon

Phyllis Harmon Email and Phone Number

COO and Director of Wealth Management @ LeTort Trust
Camp Hill, PA, US
Phyllis Harmon's Location
Camp Hill, Pennsylvania, United States, United States
Phyllis Harmon's Contact Details

Phyllis Harmon work email

Phyllis Harmon personal email

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About Phyllis Harmon

LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services. Qualified Retirement Plan Design and AdministrationPersonal Wealth ManagementRetirement PlanningCorporate TrusteeCharitable GivingTrust and Estate PlanningInvestment ManagementFiduciary Services

Phyllis Harmon's Current Company Details
LeTort Trust

Letort Trust

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COO and Director of Wealth Management
Camp Hill, PA, US
Website:
letorttrust.com
Employees:
20
Phyllis Harmon Work Experience Details
  • Letort Trust
    Coo And Director Of Wealth Management
    Letort Trust
    Camp Hill, Pa, Us
    View
  • Letort Trust
    Coo & Director Of Wealth Management
    Letort Trust May 2002 - Present
    Responsible for the strategic direction and overall management of the Wealth Management and Personal Trust business.
    View

Phyllis Harmon Skills

Wealth Management Estate Planning Strategic Financial Planning Retirement Planning Asset Allocation Investments Financial Services Financial Planning Strategic Planning Retirement Securities Portfolio Management Management Financial Analysis Banking Finance Investment Management

Phyllis Harmon Education Details

Frequently Asked Questions about Phyllis Harmon

What company does Phyllis Harmon work for?

Phyllis Harmon works for Letort Trust

What is Phyllis Harmon's role at the current company?

Phyllis Harmon's current role is COO and Director of Wealth Management.

What is Phyllis Harmon's email address?

Phyllis Harmon's email address is ph****@****ust.com

What is Phyllis Harmon's direct phone number?

Phyllis Harmon's direct phone number is +171776*****

What schools did Phyllis Harmon attend?

Phyllis Harmon attended Pa Bankers Central Atlantic School Of Trust, College For Financial Planning.

What skills is Phyllis Harmon known for?

Phyllis Harmon has skills like Wealth Management, Estate Planning, Strategic Financial Planning, Retirement Planning, Asset Allocation, Investments, Financial Services, Financial Planning, Strategic Planning, Retirement, Securities, Portfolio Management.

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Phyllis Harmon's colleagues are Tya Rumbel, Dan Eichelberger Cfa Cfp, Patricia L., Allen Clarke, Tya Rumbel, Jennifer Lee, Qka, Justin Friedman.

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